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Ascensus
Seattle, WA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusAscensus
Seattle, WA, United States
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding
Job Source: AscensusBrighton Jones
Seattle, WA, United States
Seattle / Austin, TX / Chicago, IL / Dallas, TX / Denver, CO / Houston, TX / Los Angeles area, CA / Minneapolis, MN / Newport Beach / Palo Alto, CA / Portland / San Francisco / Scottsdale Business Development / Full-time / On-site Which location are you applying for? LinkedIn profile We'll share your profile. The job poster m
Job Source: Brighton JonesCPS Inc
Seattle, WA, United States
Posted: 09/12/2023 Industry: Employee Benefits & Retirement Services Job Number: AS3.8.2 Pay Rate: $65K - $85K Experience: Job Description Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-s
Job Source: CPS IncMcGee Air Services
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McGee Air Services is looking for an Resource Planning Analyst to join our Corporate Team. RESOURCE PLANNING ANLAYST The Resource Planning Analyst is responsible for providing detailed insight and solutions for staff planning and controls. As an individual contributor, this role utilizes discretion and independent judgement in analyzing data and
Job Source: McGee Air ServicesPACCAR Inc
Renton, WA, United States
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Demand Planning Analyst Job Company: PACCAR Thank you for your interest. This job is currently unposted. Provider Description Enabled SAP as service provider "route" is used for session stickiness "careerSiteC
Job Source: PACCAR IncmyGwork - LGBTQ+ Business Community
Seattle, WA, United States
Amazon Web Services (AWS), a subsidiary of Amazon.com and a leader in cloud computing, is seeking a highly skilled and experienced Strategic Planning and Operations Analyst to join our dynamic team. The successful candidate will play a pivotal role in bridging the gap between business stakeholders and technical teams, including data engineers, anal
Job Source: myGwork - LGBTQ+ Business CommunityZillow Group, Inc.
Seattle, WA, United States
About the team The Capacity Planning Forecast analyst is part of the Contact Center Operations team at Zillow. We support multiple lines of business with planning and setting strategic direction, identifying and influencing how strategy is implemented, and ensuring accountability for the outcomes. We are heavy hitters who think big, adapt quickly,
Job Source: Zillow Group, Inc.Seattle
**Description**
**Job Summary**
Under supervision, supports daily operations for clients’ retirement plans and their participants. Will work directly with the Senior Consultants on those clients and as part of a larger team to ensure general operations are running smoothly. Analysts oversee daily activity such as investing payroll contributions, determining participant eligibility for benefits, processing requests for withdrawal and any other activity that the client and their participants may need. Guidance is provided to perform varied work that is difficult in nature requiring evaluation, originality, and ingenuity to make moderately complex decisions.
**Essential Duties and Responsibilities**
* Manage retirement plan cash flow
* Monitor and analyze daily transactions and data collection
* Handle benefit payment requests with accuracy
* Review and execute trades as part of a nightly trading team, working non-standard hours one to three nights a week
* Respond accurately to phone and email inquiries in a professional and courteous manner
* Discuss retirement plan features with clients and their employees
**Qualifications**
**Knowledge of**
* Communicating effectively, both orally and in writing
* Excellent problem-solving capability
* Strong critical thinking
* Basic scripting
* Operating standard office equipment and using required software applications, including Microsoft Office and established databases
* Team player that can also be an independent contributor
**Skill in**
* Excellent analytical, critical thinking and problem-solving skills sufficient to recognize and detect errors and offer resolution.
* Communicate effectively, both orally and in writing to all level of associates and clients.
* Operating standard office equipment and using required software applications to produce documents such as reports, graphics, electronic communication, spreadsheets, and databases.
**Ability to**
* Analyze retirement plan cash flow
* Multi-task and work on a fast-paced, team-oriented environment.
* Efficiently manage time and resources in order to overcome quantitative and analytical challenges as they arise.
* Establish and maintain effective working relationships at all levels of the organization.
* Work under stress created by time deadlines and work volume fluctuations.
* Prepare and deliver clear, effective, and professional presentations.
* Communicate both orally and in writing, with all levels of the organization and external clients.
* Work independently as well as collaboratively within a team environment.
**Education/Previous Experience**
* Bachelor’s degree in Mathematics, Economics, Accounting, Finance, Computer Science, or other technical major
**Licenses/Certifications**
* None
**Travel**
* None
**Compensation**
* $67,320 - $70,000 base salary
* Competitive Benefits package
For more information about Raymond James & Associates (RJA) and Northwest Plan Services (NWPS), please visit: wpsbenefits.com/
**_About NWPS:_**
_Acquired by Raymond James on December 24, 2020, NWPS Holdings, Inc. and its wholly-owned subsidiaries doing business as NWPS and Northwest Plan Services provide retirement plan administration services, recordkeeping, consulting, actuarial, compliance and participant services. Based in Seattle, Washington, NWPS provides high-quality service to benefit plan sponsors, participants and advisors and is committed to serving its clients. NWPS has over 1,100 clients nation-wide with 425,000 plan participants and over $45 billion of assets under administration._
_About Raymond James:_
_RJA is an investment adviser and full-service broker-dealer dually registered with the Securities and Exchange Commission. RJA also is a member of the Financial Industry Regulatory Authority, the National Futures Association, and the NYSE. RJA’s services include: private client; institutional equity and fixed income institutional sales; investment banking; trading activities; and operations and administration. RJA employs approximately 3,200 financial advisors through its private client group under RJA’s eponymous “Raymond James & Associates, Inc.” and “Alex. Brown, a Division of Raymond James.”_
_RJA serves as a clearing broker-dealer and custodian for many of our affiliated broker dealer/ investment advisor subsidiaries, including RJFS and RJFSA. Additionally, RJA provides trade execution, custody, and clearing services to non-affiliated registered investment advisers and introducing broker-dealers through its RIA & Custody Services Division (RCS)._
**Job:** Investment Management
**Primary Location:** US-WA-Seattle-Seattle
**Organization** NWPS
**Schedule** Full-time
**Job Shift** Day Job
**Travel** No
**Req ID:** 2402037
Email Alert for Retirement Plan Analyst - NWPS_ jobs in Seattle
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